Visible CRM search uses deterministic keyword ranking. Semantic assistance is limited to approved agency-assistant contexts, covers people, companies, and opportunities, and is off by default.
Agency CRM search and portal CRM search remain deterministic keyword ranking surfaces. Portal semantic ranking is unavailable, and enabling controlled assistance never changes the visible keyword contract.
Semantic retrieval is limited to approved agency-assistant contexts and only people, companies, and opportunities are eligible. It is off by default and can enter assist only after evaluation, approval, fresh authorization, and budget checks succeed.
Vector candidates are treated as untrusted identifiers. Current PostgreSQL authorization and record state are checked before controlled hybrid retrieval can fuse semantic candidates with the complete keyword pool; content always comes from the authorized database row.
Authorized indexing is durable and asynchronous when enabled. A CRM record is eligible for semantic assistance only after its current revision reaches confirmed index state; accepted work is not treated as fresh, and indexing is neither universal nor continuously active.